Insights

Holiday Hiatus 2024/2025

As always, we will have an adviser on hand to help if you need urgent services over Summer, because life is always happening!

Avoid a Post-Holiday Financial Hangover with these Gift Ideas

We want our clients to start 2025 better off than the year before, and that includes no debt hangovers from Christmas. This year, many are rethinking holiday priorities. Spending less or differently might be better than debt for things that end up in the landfill or forgotten. Check out our team's suggestions for inspiration.

Boom or Bust? December 2024 List

What's hot and what's not for your wallet this month? Check out the financial highs and lows this month in our Boom or Bust list!

The Velocity Financial Spin for November 2024

Why get insurance when you are young?

Get Creative with the Kiwi Dream

If you are a first home buyer, there are ways to invest in property without physically being in it. Out of the box thinking can help you get on the ladder!

Fixed vs Floating in November 2024: Waiting on the OCR..

Refixing your mortgage this month? Read our most popular monthly blog for the lowdown on what's happening with interest rates this month and our tips for mortgage holders.

Top Up Mortgage, or KiwiSaver?

First Home Buyer? Don’t Play the Waiting Game

You do not need to predict the bottom of the housing market. Buy when your finances are resilient, the property works and your checks are complete.

Fixed or floating? What to do?

Ask an Adviser! Your Mortgage, KiwiSaver, Insurance, Financial Planning & Investment FAQs Answered💡

Are we at the bottom of the market?

Ask an Adviser! Your Mortgage, KiwiSaver, Insurance, Financial Planning & Investment FAQs Answered💡

What do property investors need to know?

Ask an Adviser! Your Mortgage, KiwiSaver, Insurance, Financial Planning & Investment FAQs Answered💡